MERRY CHRISTMAS FROM JOHN LAMB HILL OLDRIDGE
Christmas and New Year are always a period of reflection and never more so as we say goodbye to 2020.
Whilst there have been unimaginable challenges both on professional and personal levels, there have also been many highlights for The John Lamb Hill Oldridge Team: in particular we are delighted to have successfully merged with the Hill Oldridge Team, cementing our position as the UK’s foremost specialist protection adviser.
In March I wrote in an email to the John Lamb team;
‘This coming week and the weeks ahead will be challenging. Although this event is unlike any other, this is not the first time we have navigated a large, unpredictable market situation and we will meet this challenge together and will continue to be there, as we always have, for our clients.’
This remains as true now as it was then.
On behalf of The John Lamb Hill Oldridge Team we wish you a merry Christmas and a very happy and safe New Year and much look forward to sharing with you the opportunities that 2021 will bring.
Other Insights
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]
